Other · DOL Form 5500 · 2022

Care Initiatives Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
2,775
Participants Above avg headcount
83rd
Percentile by assets National rank
$10,670
Avg per participant Low balance/head
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Official DOL plan name: Care Initiatives 403 (B) Group Retirement Plan · Sponsored by Care Initiatives · Iowa · Healthcare & Social Assistance

$30M in assets, 2,775 participants

Care Initiatives's Care Initiatives 403 (B) Group Retirement Plan reported $30M in total assets and 2,775 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,125 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Care Initiatives 403 (B) Group Retirement Plan covers 2,775 participants in Iowa, 4.6x the typical Iowa plan (state average ~609 per filing). Assets: $30M.

#17,125
in Healthcare & Social Assistance (20,060 peers)
-22.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Care Initiatives 403 (B) Group Retirement Plan's outsized position by total assets

Care Initiatives 403 (B) Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,608,478 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Care Initiatives 403 (B) Group Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care Initiatives 403 (B) Group Retirement Plan lands in the large band (2,775 participants).

DOL schedule card

Filing strip 760262402 · Care Initiatives PY 2022 · Other

Care Initiatives 403 (B) Group Retirement Plan · $30M · 2,775 · 83rd

  • PHOTO $30M
  • IND 2,775
  • EOY 83rd
  • 5500 Other
  • ASSETS near Unavco, Inc. 403(b) DC Plan
  • PCT ind #17125

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Care Initiatives 403 (B) Group Retirement Plan in the asset neighbourhood

East Coast Migrant Head Start Project Retirement Savings PlanEast Coast Migrant Head Star…$30MAlliant Health Solutions, Inc. 403(b) PlanAlliant Health Solutions, In…$30MCare Initiatives 403 (B) Group Retirement PlanCare Initiatives 403 (B) Gro…$30MUnavco, Inc. 403(b) DC Plan$30MColumbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$30M
End-of-year total assets ($M) among Care Initiatives 403 (B) Group Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$30M
Net Income-$9M
Employer EIN760262402
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Care Initiatives)

Sponsor-wide plan assets over time

All Care Initiatives plans reported in each filing year

Latest sponsor-wide plan assets
$34M 14.017535788229305% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.6M $33.8M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 2,775 $30M
2023 1 2,633 $32M
2024 1 2,637 $34M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Care Initiatives 403 (B) Group Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Care Initiatives 403 (B) Group Retirement Plan, Total assets ($M): 29.608478 · Participants: 2775Care Initiatives 403 (B) Group Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Care Initiatives 403 (B) Group Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Care Initiatives 403 (B) Group Retirement Plan side-by-side with 3 peers →

Care Initiatives 403 (B) Group Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Unavco, Inc. 403(b) DC Plan in CO ($30M); by covered participants it is Hope Network Employee 403(b) Plan in MI (2,783 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,775 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Care Initiatives 403 (B) Group Retirement Plan assets move in 2022? ▼
Care Initiatives 403 (B) Group Retirement Plan declined sharply - down 22.9% during 2022, from $38M to $30M. Reported net income was -$9M.
How have Care Initiatives plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care Initiatives's sponsor-wide assets grew 14.0%, from $30M to $34M.
Where does Care Initiatives 403 (B) Group Retirement Plan rank by assets among Form 5500 filers? ▼
Care Initiatives 403 (B) Group Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Care Initiatives 403 (B) Group Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Unavco, Inc. 403(b) DC Plan in CO ($30M, 79 participants).
Which Other plans cover a similar participant headcount to Care Initiatives 403 (B) Group Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hope Network Employee 403(b) Plan in MI (2,783 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760262402.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.